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Portfolio (Quarterly) Guide ↗

MILLENNIUM MANAGEMENT LLC

· CIK 0001273087
13F Portfolio $276.3B AUM 5,798 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 · All 1056 New 2007 Added 2342 Reduced 882 Exited
Page 37 of 101  ·  2,007 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 NN NEXTNAV INC Communication Services 1,873,548.0 $33.4M 0.01% +535K +40.0% $17.83 -1.6%
722 NKTR NEKTAR THERAPEUTICS Healthcare 478,120.0 $33.4M 0.01% +74K +18.3% $69.81 +6.0%
723 EXTR EXTREME NETWORKS INC Technology 1,028,891.0 $33.3M 0.01% +870K +546.6% $32.37 -28.9%
724 SAP CALL SAP SE Technology 216,000.0 $33.3M 0.01% +161K +292.0% $154.11 +41.9%
725 SKT TANGER INC Real Estate 841,197.0 $33.2M 0.01% +766K +1020.0% $39.47 -3.2%
726 FLUOR CORP 25,000,000.0 $33.2M 0.01% +5.0M +25.0% $1.33
727 KMT KENNAMETAL INC Industrials 943,843.0 $33.1M 0.01% +795K +534.2% $35.05 -14.5%
728 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 305,297.0 $33.1M 0.01% +125K +68.9% $108.35 -2.3%
729 CAE CAE INC Industrials 1,320,353.0 $33.1M 0.01% +761K +136.0% $25.05 -0.6%
730 GL GLOBE LIFE INC Financial Services 184,772.0 $33.0M 0.01% +31K +20.5% $178.68 -4.3%
731 MLYS MINERALYS THERAPEUTICS INC Healthcare 1,221,758.0 $33.0M 0.01% +696K +132.6% $26.98 -4.9%
732 MSGE SPHERE ENTERTAINMENT CO Communication Services 190,239.0 $32.9M 0.01% +149K +358.1% $173.03 -53.8%
733 UAL PUT UNITED AIRLS HLDGS INC Industrials 240,800.0 $32.7M 0.01% +17K +7.6% $135.99 -16.8%
734 ELV PUT ELEVANCE HEALTH INC FORMERLY Healthcare 84,300.0 $32.6M 0.01% +60K +246.9% $386.73 +3.6%
735 SOFI PUT SOFI TECHNOLOGIES INC Financial Services 1,810,800.0 $32.5M 0.01% +173K +10.6% $17.93 +5.5%
736 BLOCK INC 422,133.0 $32.1M 0.01% +229K +118.0% $76.00
737 DIS CALL DISNEY WALT CO Communication Services 332,500.0 $32.0M 0.01% +103K +45.1% $96.25 +12.0%
738 CORPAY INC 95,860.0 $31.9M 0.01% +93K +2893.8% $333.27
739 CINF CINCINNATI FINL CORP Financial Services 171,738.0 $31.8M 0.01% +40K +30.9% $185.14 -9.1%
740 RKT CALL ROCKET COS INC Financial Services 2,006,400.0 $31.6M 0.01% +1.6M +356.0% $15.75 -11.6%
Page 37 of 101  ·  2,007 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 21.9%
Financial Services 15.9%
Industrials 14.8%
Healthcare 12.3%
Consumer Cyclical 8.4%
Communication Services 5.2%
Basic Materials 4.6%
Energy 4.5%
Real Estate 4.4%
Consumer Defensive 4.1%